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Arbor Signs Agreement with GridMarket for 5 GW of Baseload Power

LCG, March 25, 2026--Arbor Energy today announced an agreement with GridMarket, an energy and infrastructure project facilitator, to deliver up to 5 GW of zero-emission power starting in 2029. GridMarket supports large energy users, including data centers, manufacturers, and logistics providers, with securing reliable and cost-effective power.

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Faster-than-Expected Data Center Load Growth May Cause Increased Regional Short-term Fossil Fuel Generation and Wholesale Electricity Prices

LCG, March 18, 2026--The EIA released a new "In-depth Analysis" of the potential impact of faster-than-expected near-term growth in data center power demand on power generation and wholesale prices on March 12. The analysis models the lower 48 states through 2027 and compares results to its base case scenario. Key takeaway from this sensitivity analysis is the potential increase in fossil fuels in some regions and potentially a significant increase in wholesale prices in ERCOT.

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Industry News

Texas Companies Admit Overscheduling

LCG, March 27, 2002-The names of five of the six Texas companies allegedly involved in overscheduling last year were made public on Monday.

Republican legislator Steve Wolens called on the Texas Public Utilities Commission to release the names of companies being investigated.

The sixth company cites market rules and refuses to publicly announce itself, although according to the Dallas Morning News, speculation has been focused on Enron as a likely candidate.

The other five companies are American Electric Power Company, Reliant Energy Inc., Mirant Corporation, Constellation Power Source, and TXU Corporation.

These five companies insist that overscheduling was accidental. Reliant says that the financial implications of their actions are insignificant. Mirant and Constellation have not commented on the size of their mistakes, and TXU announced Friday that it overscheduled by 5 percent and had refunded the $4 million it made from that 5 percent.

The Texas Public Utilities Commission says that the overscheduling has not had any serious effects on consumers. However, since providers are charged for congestion by market share, penalties could be unfairly allotted.

DD> Investigations of last year's market inconsistencies are ongoing.

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